Mount Yale Investment Advisors’s LivePerson LPSN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,591
Closed -$212K 472
2021
Q3
$212K Sell
3,591
-16
-0.4% -$945 0.02% 434
2021
Q2
$228K Buy
+3,607
New +$228K 0.03% 382
2021
Q1
Sell
-4,535
Closed -$282K 432
2020
Q4
$282K Buy
+4,535
New +$282K 0.04% 306